Essential Utilities
WTRG
416 hedge funds and large institutions have $2.62B invested in Essential Utilities in 2016 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 140 reducing their positions, and 32 closing their positions.
9% more call options, than puts
Call options by funds: $1.77M | Put options by funds: $1.63M
6% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 32
0.07% more ownership
Funds ownership: 48.61% → 48.68% (+0.07%)
0% more funds holding
Funds holding: 416 → 416 (0)
8% less repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 140
14% less capital invested
Capital invested by funds: $3.06B → $2.62B (-$442M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$17.4M |
| 2 |
Millennium Management
New York
|
+$14.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$14.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.5M |
| 5 |
Two Sigma Advisers
New York
|
+$9.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$17.8M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$13.4M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$12.2M |
| 4 |
State Street
Boston,
Massachusetts
|
-$11.8M |
| 5 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$11.4M |
WTRG Hedge Fund Activity: Q3 2016 in Review
416 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Essential Utilities (WTRG) for Q3 2016, worth a combined $2.62B — down 14% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WTRG positions and 32 closed out — a net gain of 2 holders — while 129 added to existing stakes and 140 trimmed.
The largest buyer was SG Americas Securities, adding an estimated $17.4M. The largest seller was Pictet Asset Management (UK), cutting an estimated $17.8M.
- 416 institutional investors held Essential Utilities (WTRG) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $2.62B of Essential Utilities stock for Q3 2016, down 14% quarter-over-quarter.
- 34 funds opened new Essential Utilities positions in Q3 2016 and 32 closed out, a net change of +2 holders.
- The largest Essential Utilities buyer in Q3 2016 was SG Americas Securities, an estimated $17.4M added.
- The largest Essential Utilities seller in Q3 2016 was Pictet Asset Management (UK), an estimated $17.8M sold.
Based on aggregated 13F filings for Q3 2016.